How Advisors Can Benefit from Partnering with Retirement Providers for Enhanced Client Service
Discover the importance of viewing service providers as partners to enhance client service and achieve better outcomes.
Our Advisor Stories series showcases real-world insights and strategies from successful advisors.
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Partnership Over Vendor Relationship: Emphasize the value of a true partnership with service providers, working together to serve clients effectively.
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Expertise and Service: Highlight the importance of expertise and exceptional service, which are vital for client satisfaction and success.
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People-Centric Approach: Recognize that the key difference in a successful partnership is the people involved, who are dedicated to going above and beyond in serving clients.
Advisor story: What do you look for in a retirement services provider?
Shared values, reliable results: Ascensus Elite advisor Brian Hanna, AIF©, CPFA™ Partner, EVP-Retirement Plans, Everhart Advisors, shares the key qualities his firm looks for in a retirement services provider.